National Wealth Management Group, LLC - Portfolio overview

National Wealth Management Group, LLC has 278 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. TCAF - T ROWE PRICE ETF INC, 4.19%
2. IVV - ISHARES TR, 3.27%
3. SPYM - SPDR SERIES TRUST, 3.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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